View and edit a client’s Credits

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by Ryan Hallett
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From your 'My Hub' page (please see below)

On the left hand side of your account, you will see the side menu where you can select 'Contacts'.

Hub.png

Contacts.png

 

You can select the client profile 

 Screen_Shot_2019-10-17_at_12.54.34.png

 

From the list below the client profile picture, you can click 'Financials' followed by 'Credits'

 Screen_Shot_2019-10-17_at_12.58.31.png 

Here you can view and gift and deduct credits.

Screen_Shot_2019-10-17_at_12.59.15.png

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